How do you select a CRM that fits?
Choosing the right CRM is not easy. There are many varieties out there, each built to accommodate specific users’ needs, but each comes with a trade-off in licensing costs, configuration/development requirements and ease of use. It can get complicated, hard-to-manage and expensive quickly. For Juno4Me, beyond capturing basic contact info, they needed a CRM that:
- Provides basic forms to capture and create/update user records.
- Includes marketing automation to send auto-responses and communications to both clients and healthcare providers contingent on dates and data choices.
- Could send both confirmation emails and SMS text notifications.
- Provides restricted access to each healthcare provider’s team to allow them to see and engage with particular clients’ records – but not access others.
- Enables behind-the-scenes process automation for the Juno4Me team for alerts, notifications and reporting.
- Has pricing that allows adding new provider users without having to add cost.
- Doesn’t require a full-time technical resource to support the system.
Based on those needs, we identified, recommended and implemented ActiveCampaign. The product addressed each of their major needs both effectively and cost-effectively. There is no “perfect” fit – just a best fit for the specific situation – and this was it for them.
The Juno4Me service launched and is able to provide young women with access to the care they need – while allowing the healthcare providers with the information they require to provide that care. As the Juno4Me service evolved and grew, adding both providers and other birth control services over 18 months, we sat down and identified some minor tweaks to the system plus a form software to give them more options for managing newly defined intake processes. A few hours of work and they are ready to roll forward into their next phase of growth. And they are able to grow and scale without adding more user licensing costs or require custom software development.
In other words, their community health goals are being advanced through collaboration, research and technology.
